Plan Snapshot
- Plan Sponsor: Howard Energy Co., INC.
- Sponsor EIN: 911218779
- Sponsor Address: 12220 WORLD TRADE DR, SAN DIEGO CA, CA, 921283737
- Plan Type: DC
- Total Participants: 59
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 59 | $10.4M | $158,846 | $716,691 |
| 2023 | 35 | $14.1M | $84,238 | $404,904 |
| 2022 | 24 | $13.6M | $58,950 | $392,449 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| YSR CPA GROUP P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $31,880 | $30,234 | $1,646 | — | — |
| 2023 | $1,512 | — | $1,512 | — | — |
| 2022 | $900 | — | $900 | — | — |